Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.76M Buy
107,350
+23,243
+28% +$1.9M 1.07% 25
2025
Q1
$8.35M Buy
84,107
+5,900
+8% +$585K 1.1% 21
2024
Q4
$7.85M Buy
+78,207
New +$7.85M 1.09% 17